Centric Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
29,081
+1,168
| +4% | +$89.5K | 0.53% | 66 |
|
|
2025
Q1 | $2.36M | Buy |
27,913
+2,406
| +9% | +$203K | 0.62% | 59 |
|
|
2024
Q4 | $1.97M | Sell |
25,507
-327
| -1% | -$25.3K | 0.53% | 59 |
|
|
2024
Q3 | $2.23M | Buy |
25,834
+1,060
| +4% | +$91.3K | 0.59% | 59 |
|
|
2024
Q2 | $2.02M | Buy |
24,774
+1,609
| +7% | +$131K | 0.58% | 53 |
|
|
2024
Q1 | $1.83M | Buy |
23,165
+2,716
| +13% | +$215K | 0.58% | 54 |
|
|
2023
Q4 | $1.59M | Buy |
20,449
+2,080
| +11% | +$161K | 0.52% | 58 |
|
|
2023
Q3 | $1.32M | Buy |
18,369
+1,143
| +7% | +$82.4K | 0.55% | 53 |
|
|
2023
Q2 | $1.32M | Buy |
17,226
+1,256
| +8% | +$96.3K | 0.53% | 49 |
|
|
2023
Q1 | $1.19M | Buy |
+15,970
| New | +$1.19M | 0.52% | 54 |
|